HKEJ Investment Analysis

The new listing market appears to have regained it momentum as the overall stock market continues to strengthen, bolstered by events like the approval of Shenzhen-Hong Kong stock trading link. There were 23 new listings in...

Hot money in mainland China has been rushing for stocks, real estate and, most recently, commodities, hoping to making a killing before the bubbles burst. These are all side effects of the very easy monetary environment created...

George Soros has said that China’s rapid credit growth represents an alarming signal, warning that the Chinese economy “eerily resembles what happened during the financial crisis in the US in 2007 and 2008, which was similarly...

Those who follow China’s ongoing annual “two sessions” conference should be familiar with so-called “zombie” companies, or debt-laden and unprofitable enterprises. At the National People’s Congress, Premier Li Keqiang and other officials vowed to deal with...

The People’s Bank of China (PBoC) injected a net 210 billion yuan (US$31.9 billion) into the financial system Tuesday, on top of the combined 1.85 trillion yuan it injected last week. The mainland is clearly experiencing tight...

Nearly 1,500 stocks in the A-share market fell by the 10 percent daily limit last Thursday. Only 35 shares rose, one of which was Tianjin Capital Environmental Protection Group Co. Ltd. (TCEP, 001065.HK, 600874.CN). It closed at...

The start of the year saw stocks related to the military industry gaining investors’ favor. As tensions in the South China Sea mount, countries step up moves to strengthen their military capabilities. China’s Central Military Commission has...

The debut of China’s circuit breaker mechanism accelerated the market selloff on the first trading day of the year. Many factors contributed to Monday’s slump. The offshore renminbi weakened to 6.6135 against the US dollar. Investors also...

The Hang Seng Index is likely to rally further amid improving market sentiment after hitting a 20-day average of 22,653 points last week. The Federal Reserve has sent a clear signal for the first US rate...

A December liftoff for US interest rates is looking increasingly likely after Fed officials showed support for such a move during their last meeting in October. In the weeks after the meeting, US stocks have surprisingly...

With roughly three weeks to go before Tmall’s “Double Eleven” shopping festival, a Chinese version of Cyber Monday, e-commerce related stocks are once again under the spotlight. Amid this situation, Sinotrans Air Transportation Development (SATD, 600270.SH)...

SmarTone Telecommunications Holdings (00315) ramped up its service charges last month by HK$10 (US$1.29) to HK$106. That’s on top of a 14.7 percent increase in October and a 50 percent bump in administration fees in December....

Skyworth Digital Holdings (00751.HK) lost no time getting into the meat of its earnings announcement last week — improving profitability, a growing overseas market and increased revenue from its smart TV business. Revenue rose 1.7 percent...

China’s A shares continued to fall back Thursday. The Shanghai Composite Index dropped 3.7 percent, and Shenzhen’s Growth Enterprise Market slid 6.3 percent. Investors should be careful with high-valuation stocks that might suffer from a sell-off, and...

The market has widely anticipated the move by US index provider MSCI Inc. to put on hold its decision on whether to include China A shares in its Emerging Markets Index. Equity markets responded with little...

The coal and power sectors led the market rally on Tuesday. Coal plays were driven by news that the National Energy Administration intends to set up a consolidation fund. The market was also abuzz with a rumor...

Hong Kong stocks tumbled 555 points in the first week of May, coinciding with the release of lackluster manufacturing data. Sentiment was further dampened by new listings which drained capital from the market, tighter margin trading...

Foreign investors have not encountered any significant inconvenience in buying mainland A shares after Shanghai-Hong Kong Stock Connect kicked off on Nov. 17. However, global investors have been unable to buy shares of Shanghai International Airport...